Using Mentions and Follow-up Tags in 1stream

This article will provide insight on how to use the Mentions and Follow-ups in 1stream notes.

Updated at July 27th, 2024

1stream Core Required

1stream Core Required

This feature is available for only 1stream Core licensed users and higher plans. If you don't have this and would like this feature to be available, please reach out to your Sales Representative to upgrade user licensing.

 

Using Mentions and Follow-up Tags

Mentions and follow-ups are a way of tagging people and scheduling follow-ups in notes within 1stream to funnel over to your connected CRM. 

Video Warning

The above video uses the 1stream desktop application which has been deprecated. The contents still apply to the 1stream Client Chrome Extension.

 

Using the Mentions Functionality

To use the Mentions feature, simply type the @ symbol for a list of your internal users to appear and be selected.
mentionsfollowup1

Using the Follow-up Tags

Follow-up tags make it where you can set a follow-up in ticket notes. By typing in the word 'follow', a pop-up menu will appear allowing for a selection of follow-up estimates to be used.
 mentionsfollowup2

Current Follow-up Options

  • Tomorrow
  • 2Days
  • 3Days
  • Next Monday
  • Next Tuesday
  • Next Wednesday
  • Next Thursday
  • Next Friday
  • One Week
  • One Month